JP2010049360A - Ordering management device, ordering management method, program and computer-readable recording medium - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To properly manage a business form used in ordering business. <P>SOLUTION: A digital composite machine 101 manages information related to an order destination of a commodity associatively to identification information of the commodity. The digital composite machine 101 acquires the information related to the order destination of the commodity corresponding to the identification information of the commodity included in order sheet data when inputting the order sheet data showing contents of an order sheet, and generates order placement sheet data of the commodity based on the order sheet data and the information related to the order destination of the commodity. <P>COPYRIGHT: (C)2010,JPO&INPIT

Description

  The present invention relates to a technique for managing a form used for ordering business of goods.

  In recent years, in order to reduce costs and prevent human error, systematization of ordering and ordering work is the goal of many companies. In a company where many orders are received every day and there are a large number of subcontractors, the management load of the ordering work and the accompanying forms (orders / orders / delivery forms) becomes large. However, the introduction of a common system in the ordering business related to “customer”, “ordering party”, and “subcontractor” has high barriers in terms of cost and infrastructure.

  In addition, ordering and ordering processing by FAX is still widely used at present, and especially for small and medium-sized enterprises and elderly workers, the transition from FAX to a system has a high hurdle in terms of human skills.

  As one of the measures in such a situation, Patent Document 1 proposes an automated method for order confirmation by FAX. In this, a method is described in which an order code is acquired from received FAX data by OCR processing and an order request is made based on corresponding order information. In this system, the order contents associated with the order code are retrieved from a database or the like, and therefore, the purpose is to save labor and prevent order mistakes.

JP 2005-110143 A

  However, although Patent Document 1 describes automation of an order request, it does not mention the drafting of a purchase order at that time, and it is unlikely that convenience in terms of form management will increase. Also, in a business format where three-party ordering occurs, it cannot follow the flow of receiving an order form from a customer, placing an order to a subcontractor, and confirming delivery from a subcontractor.

  Therefore, an object of the present invention is to enable appropriate management of a form used in ordering work.

  Another object of the present invention is to enable appropriate management of whether or not an invoice has been received for an issued purchase order.

An order management apparatus according to the present invention includes a first management unit that manages information related to a merchandise purchase order in association with product identification information, and an order form data input unit that inputs order form data indicating the contents of the order form. And acquisition means for acquiring information related to the ordering destination of the product corresponding to the product identification information included in the order form data from the first management means, and relating to the ordering destination of the product acquired by the acquiring means. It has a purchase order data generation means for generating purchase order data of goods for the purchase order based on the information and the purchase order data.
The order management method of the present invention is an order management method by an order management apparatus, and includes an order form data input step for inputting order form data indicating the contents of an order form, and product identification information included in the order form data. An acquisition step of acquiring information related to the ordering destination of the corresponding product from management means for managing information related to the ordering destination of the product in association with the identification information of the product, and an ordering destination of the product acquired in the acquisition step And a purchase order data generation step of generating purchase order data of products for a purchaser based on the information and the purchase order data.
The program of the present invention includes an order form data input step for inputting order form data indicating the contents of the order form, and information related to the order destination of the product corresponding to the product identification information included in the order form data. Based on the acquisition step acquired from the management means for managing the information related to the order place of the product in association with the identification information, the order place data based on the information related to the order place of the product acquired in the acquisition step and the purchase order data And a purchase order data generation step for generating purchase order data for a product for the product.
A computer-readable recording medium according to the present invention relates to an order form data input step for inputting order form data indicating the contents of an order form, and an order place for a product corresponding to product identification information included in the order form data. An acquisition step of acquiring information from a management unit that manages information related to a product ordering destination in association with product identification information, and information relating to the ordering destination of the product acquired in the acquisition step and the purchase order data Based on this, a program for causing a computer to execute a purchase order data generation step for generating purchase order data of goods for an ordering party is recorded.

  In the present invention, when the order form data is input, the information related to the order destination of the product corresponding to the identification information of the product included in the order form data is acquired, the information related to the order place of the product, the order form data, The purchase order data of the product is generated based on the above. Therefore, according to the present invention, it is possible to automatically generate a purchase order by inputting purchase order data, and it is possible to appropriately manage a form used in ordering work.

  Further, in the present invention, when the delivery note data is input, the delivery status is determined according to whether or not the purchase order specification information corresponding to the delivery note specification information included in the delivery note data is managed. is doing. Therefore, according to the present invention, it is possible to appropriately manage whether or not an invoice has been received for the issued purchase order.

  DESCRIPTION OF EXEMPLARY EMBODIMENTS Hereinafter, preferred embodiments to which the invention is applied will be described in detail with reference to the accompanying drawings.

  FIG. 1 is a diagram showing a system configuration between three parties of “customer”, “in-house (order source)”, and “subcontractor” in the embodiment of the present invention.

  In-house, the digital multifunction peripheral 101 serving as a FAX transmission / reception terminal, the document management server 102, the database 104 storing document information, and searching, browsing, and the like of document information stored in the document management server 102 are performed. A client terminal 103. These are connected to each other via a LAN 105 within the company. The digital multi-function peripheral 101 is configured as an application example of the order management apparatus of the present invention. The document management server 102 is configured as an application example of the external device of the present invention.

  The customer includes a FAX machine 106 for facsimile transmission of the purchase order. The subcontractor includes a FAX machine 107 for performing facsimile transmission and reception of an order form (also a delivery note). The digital multi-function peripheral 101, the FAX machine 106 and the FAX machine 107 which are each FAX transmission terminal are connected to each other via a FAX line 108 which is a line for performing facsimile communication. Note that a digital multifunction machine may be used as an alternative to the FAX machine 106 and the FAX machine 107.

  FIG. 2 is a diagram illustrating a hardware configuration of the digital multifunction peripheral 101 in FIG. A CPU 202, a memory 203, an external interface 204, a storage device 205, an input device 206, a display device 207, a scanner device 208, a printing device 209, and a FAX device 210 are connected via a data bus 201.

  The CPU 202 is a central processing unit that can execute various programs by arithmetic processing.

  The memory 203 is a volatile storage device and is effective only while the power is on.

  The external interface 204 is a connection portion with the network and the FAX line 108, and is a device serving as a window for transmitting and receiving data to and from external devices connected to the network and the FAX line 108.

  The storage device 205 is a nonvolatile storage device whose data is not erased even when the power is turned off, and is intended to store data that may be stored for a long period of time. As the storage device 205, a hard disk (HD) is usually used. The storage device 205 includes a program storage area 211 and a data storage area 212 for storing a registered document and its attribute information.

  The input device 206 is a device for a business person to operate the digital multifunction peripheral 101. As the input device 206, a touch panel that reacts when a business person directly touches a button arranged on the operation panel unit of the digital multifunction peripheral 101 or a target displayed on the display device 207 is usually used.

  The display device 207 is used to show the user the operation result of the person in charge of business, the result of information processing, and the result of the terminal communicating with the external device. As the display device 207, a small display such as a liquid crystal integrated with the digital multifunction peripheral 101 is usually used, and the display device 207 is also a part of the input device 206 by a touch panel function.

  The scanner device 208 is a device that allows a person in charge of business to read a paper document into the digital multifunction peripheral 101 and save the digitized document data in the data storage area 212 of the storage device 205.

  The printing apparatus 209 is an apparatus that can print digitized document data on paper. The printing apparatus 209 usually has a structure integrated with the digital multifunction peripheral 101.

  The FAX apparatus 210 is an apparatus that can transmit and receive digitized document data via a FAX line.

  FIG. 3 is a diagram illustrating a hardware configuration of the document management server 102. A CPU 302, a memory 303, an external interface 304, and a storage device 305 are connected to each other via a data bus 301.

  The CPU 302 is a central processing unit that can execute various programs by arithmetic processing.

  The memory 303 is a volatile storage device and is effective only while the power is on.

  The external interface 304 is a connection part with a network, and is a device serving as a window for data transmission / reception with an external device connected to the network. In the embodiment of the present invention, the client terminal 103 and the digital multifunction peripheral 101 are connected via the LAN 105.

  The storage device 305 is a nonvolatile storage device in which data is not erased even when the power is turned off, and is intended to store data that may be stored for a long period of time. A hard disk (HD) is usually used as the storage device 305. The storage device 305 includes a program storage area 306 and a data storage area 307 used for temporary storage of data.

  The CPU 302 reads an appropriate program from the program group stored in the program storage area 306 of the storage device 305 into the memory 303 as necessary, and executes the program.

  FIG. 4 is a block diagram showing a functional configuration of the customer's FAX machine 106, the subcontractor's FAX machine 107, the in-house digital multifunction peripheral 101, and the document management server 102.

  The customer's FAX machine 106 includes an order form transmission unit 401. The purchase order transmission unit 401 transmits the order form data by facsimile to the reception unit 405 of the digital multifunction peripheral 101 of the company (order source). The purchase order data includes, for example, data representing the product ID / product name / number / delivery date of the ordered product.

  The subcontractor FAX machine 107 includes an invoice sending unit 402 and a purchase order receiving unit 403. The delivery note transmission unit 402 transmits the delivery note data by facsimile to the receiving unit 405 of the digital multifunction peripheral 101 of the company (order source). The purchase order reception unit 403 receives the purchase order data transmitted from the transmission unit 404 of the digital multifunction peripheral 101 of the company (order source) by facsimile. The delivery note data and the purchase order data are composed of, for example, data representing the product ID / product name / number / delivery date / delivery address of the ordered product.

  Note that the order form transmission unit 401, the delivery form transmission unit 402, and the purchase order reception unit 403 are functions provided in a normal FAX machine regardless of the digital multifunction peripheral.

  Reference numerals 404 to 415 denote functions provided in the digital multifunction peripheral 101. Reference numeral 404 denotes a transmission unit that facsimile-transmits purchase order data to the purchase order reception unit 403 of the subcontracting FAX machine 107.

  Reference numeral 405 denotes a reception unit that receives the order form data transmitted from the order form transmission unit 401 of the customer's FAX machine 106 and the delivery form data transmitted from the subcontractor's FAX machine 107 by facsimile.

  A display unit 406 displays a paper document scan result and an OCR result, and normally outputs to a liquid crystal panel integrated with the digital multifunction peripheral 101.

  Reference numeral 407 denotes an order form data processing unit, which is executed when the [Order Form Scan] button 1201 in FIG. 12 is pressed. The purchase order data transmitted from the purchase order transmission unit 401 of the customer's FAX machine 106 is received by the reception unit 405 of the digital multifunction peripheral 101, and the purchase order data received by the user is set in the scanner device 208 of the digital multifunction peripheral 101. By doing so, the purchase order is read. The read result is collated with various templates registered in the information storage unit 414 of the digital multifunction peripheral 101 in advance. The template is a registered form format used in the business, and is used to extract and process only the business form when there are mixed FAX documents for other purposes. As a result of the collation, if the template matches, the purchase order list generation process is performed according to the setting of the template.

  Reference numeral 408 denotes a purchase order list generation unit which generates a purchase order list in response to the processing result of the purchase order data processing unit 407.

  Reference numeral 409 denotes a purchase order generation unit that generates image data of the purchase order with the contents of the purchase order list generated by the purchase order list generation unit 408. The generated image data is transmitted by facsimile by the transmission unit 404.

  A data storage unit 410 stores the purchase order data transmitted to the document management server 102 in the document management server 102 by the transmission unit 404 and received from the subcontractor in the document management server 102. And a function of transmitting delivery note data to the document management server 102.

  Reference numeral 411 denotes an order information changing unit, which is a function for changing the order quantity and delivery date after order processing. This function is executed when the “change order information” button 1203 in FIG. 12 is pressed.

  Reference numeral 412 denotes an error form processing unit, which is executed when the “error form processing” button 1204 in FIG. 12 is pressed. During normal delivery, the delivery form is set in the scanner device 208 of the digital multi-function peripheral 101, and the QR code attached to the form is read by pressing the [delivery form scan] button 1202, and automatically stored in the document management server 102. Is done. However, when a QR code reading error occurs due to dirt or enlargement / reduction of the delivery note, the user visually enters the order ID written in the form into the ID input field 1501 shown in FIG. , [OK] button 1502 is pressed. As a result, the error form processing unit 412 transmits the form to the document management server 102 so that the document management server 12 can store it.

  Reference numeral 413 denotes a delivery processing unit, which is executed when a “delivery document scan” button 1202 in FIG. 12 is pressed.

  Reference numeral 414 denotes an information storage unit, in which information is written into a storage area including the program storage area 211 and the data storage area 212.

  Reference numeral 415 denotes an e-mail notification unit, which transmits an e-mail to a notification destination e-mail address registered in the information storage unit 414 when an error occurs. System administrators and business staff are mainly set as email notification destinations.

  Reference numerals 416 to 419 denote functions provided in the document management server 102. When receiving a request for a generated purchase order from the order information changing unit 411 of the digital multifunction peripheral 101, the transmission unit 419 transmits the requested purchase order data to the digital multifunction peripheral 101 via the external interface 304. To do.

  The receiving unit 416 receives the data transmitted from the data storage unit 410 of the digital multifunction peripheral 101 via the external interface 304 and stores it in the storage unit 418 via the control unit 417.

  The control unit 417 controls various functions of the document management server 102 such as data transmission / reception, retrieval, and reading.

  The storage unit 418 includes a data storage area 307 and stores data received in the data storage area 307.

  FIG. 5 is a diagram showing the overall flow of the present embodiment, and the “customer”, “in-house (ordering party)”, and “subcontractor” in the business flow assumed by the present embodiment. Represents the flow of processing.

  When the customer places an order for the product, the “customer” transmits the order form data to “in-house (order source)” (step S501).

  The “in-house (order source)” side receives the order form data by facsimile (step S502), and outputs the order form data on paper. Thereafter, the person in charge of ordering performs ordering processing by facsimile transmission to each subcontractor based on the contents of the order form (step S503). The ordering process here is performed by a touch panel operation of the digital multi-function peripheral 101, and details will be described later.

  The “subcontractor” receives the purchase order data by facsimile (step S506), performs the delivery of the product, and sends the delivery data to the “own company (order source)” by facsimile upon completion of the work. (Step S507). The “own company (order source)” receives the delivery note data by facsimile (step S504), performs delivery processing (step S505), and completes a series of ordering operations. The delivery process in step S505 is performed by a touch panel operation of the digital multifunction peripheral 101, and details will be described later.

  In the present embodiment, it is assumed that all the transmission / reception of the form data between the three parties is performed via FAX. However, in an environment where the three parties are connected by a network, transmission / reception of electronic data is performed. It is also possible to implement by.

  In addition, among the three parties, several types of standard forms prescribed in advance are used. As shown in FIGS. 17 and 18, the subcontractor to be traded and the handling product data are managed by the master, and it is assumed that no ordering for an unregistered subcontractor and no unregistered product is performed.

  FIG. 6 is a diagram illustrating an example of a form used in the present embodiment. FIG. 6A shows a form used in the ordering process between the customer and the company in FIG. This form is a standard format of an order form in which the product ID / product name / number / delivery date of the ordered product is described, and the number of lines is variable depending on the number of ordered products. In addition, in this form, the delivery destination information is described in consideration of the case where the delivery of the ordered product is not delivered to the customer company address but directly sent to another base. FIG. 6B is a form used in ordering and delivery processing between the company and the subcontractor in FIG. This is a standard format of a purchase order (also referred to as a delivery note) in which the product ID / product name / number / delivery date / delivery address of the ordered product is described, and the number of lines is variable according to the number of ordered products. When delivering from a subcontractor, this form is used as an invoice. Further, a QR code 601 in which an order ID is embedded is added, and is used when collating the order data stored in the document management server 102 after delivery with delivery data. Note that the order ID indicated by the QR code given to the purchase order (also the delivery note) is a configuration that is an application example of the purchase order specification information and the delivery note specification information of the present invention.

  12 to 16 are diagrams illustrating screen images displayed on the touch panel of the digital multi-function peripheral 101. Details of each screen will be described below.

  FIG. 12 shows a top screen. When the user presses the [Scan Order] button 1201, scanning of the paper document on the document table or the automatic paper feeder is started by the scanner device 208 of the digital multifunction peripheral 101. When the scan is completed, the screen transitions to the screen shown in FIG. 13, and an ordering process is performed according to the procedure shown in FIG. After completion of the ordering process, the screen returns to the screen of FIG.

  When the user presses the [Scan to Invoice] button 1202, scanning of the paper document on the document table or the automatic paper feeder starts from the scanner device 208 of the digital multi-function peripheral 101. When the scan is completed, the delivery processing unit 413 performs delivery processing according to the procedure shown in FIG. When the process ends normally, the screen returns to the screen of FIG.

  When the user presses the [Change Order Information] button 1203, the screen changes to the screen shown in FIG. 15A, and the order information can be changed.

  When the user presses the [Error Form Processing] button 1204, the screen transitions to the screen shown in FIG. 16A, and the document data that has not been automatically stored due to a delivery processing verification error or the like can be processed.

  FIG. 13 is a diagram showing a display screen for an ordered product list. The order product list 1301 in FIG. 13 displays information (product name, quantity, delivery date) read from the scanned document and information (unit price, subcontractor) obtained by searching the product master using the product ID as a key. .

  When the user selects one line of the ordered product list 1301 and presses the [Modify] button 1304, the screen transitions to FIG. 16B, where the OCR result and the information acquired from the product master can be changed.

  When the user presses the [Display Order Form] button 1302, the screen changes to the screen shown in FIG. 16A, and the contents of the order can be visually confirmed while referring to the scan image in the preview, which is effective in confirming the OCR result.

  An “additional reading” button 1303 is used when another order form is additionally scanned and added to the ordered product list 1301. When the user presses an “additional reading” button 1303, the scanner device 208 of the digital multi-function peripheral 101 scans a paper document on the document table or the automatic paper feeder. When the scan is completed, the screen is updated with the scanned content added to the content of the ordered product list displayed before the scan.

  FIG. 14 is a diagram showing a pre-order confirmation screen. The generated purchase order data is displayed on the preview screen 1401 by the processing in step S707 described later, and finally confirmed together with the transmission destination displayed on the transmission destination display unit 1403.

  When there are a plurality of purchase orders, the [Next] button 1402 is enabled, and when the user presses the [Next] button 1402, the preview image and the destination name / FAX number of the second and subsequent purchase order data are displayed. Displayed in order.

  A [Send] button 1404 is a button for performing facsimile transmission. When the processing is completed, the screen returns to the screen shown in FIG.

  FIG. 15 is a diagram showing a screen when changing ordering information. FIG. 15A shows a screen for inputting an order ID of an order to be changed. This order ID is input to the ID input field 1501 using the input device 206 provided in the digital multi-function peripheral 101. The screen shown in FIG. 15A is also displayed when the [error form processing] button 1204 shown in FIG. 12 is pressed. In that case, an invoice to be transmitted to the document management server 102 is placed in the scanner unit 208 of the digital multi-function peripheral 101, and the order ID described in the invoice is manually entered in the ID input field 1501, and then an [OK] button 1502 is clicked. Press. As a result, the scan image is transmitted to the document management server 102.

  FIG. 15B shows an order information display screen. Order information is displayed at 1503 in FIG. 15. When a line to be changed is selected and the [Modify] button 1505 is pressed, the screen changes to a screen shown in FIG. 16B described later, and the order information can be changed.

  When the user presses a “display purchase order” button 1504, a transition is made to a screen shown in FIG. 16A, which will be described later, and the order contents can be changed while referring to the transmitted purchase order in the preview. When the [OK] button 1506 is pressed, the change information is confirmed with the displayed contents, and the screen is changed to the screen in FIG. FIG. 15C shows a confirmation screen before transmission of the changed purchase order.

  Through the processing in step S1006 described later, the regenerated purchase order data is preview-displayed on the preview screen indicated by 1507 in FIG. 15, and finally confirmed together with the transmission destination displayed on the transmission destination display unit 1509 in FIG.

  A [Resend] button 1508 is a button for performing facsimile transmission. When the process is completed, the screen returns to the screen shown in FIG.

  FIG. 16A is a screen that allows confirmation on the same screen by displaying a preview image of a purchase order in 1601 and a list of ordered products in 1602, and is used as a supplementary function. When the [Modify] button 1603 is pressed, the contents can be modified on the screen shown in FIG. When the user presses the [OK] button 1604, a transition is made to the screen shown in FIG. 15C in the same manner as when the [OK] button 1506 shown in FIG. 15B is pressed.

  FIG. 16B shows an input screen when content is changed. The information display unit 1605 displays information on the ordered product selected in the ordered product list on the previous screen. The change input unit 1606 is a part for inputting contents after change. The quantity, delivery date, and unit price are input from the input device 206 of the digital multifunction peripheral 101. As for the ordering party, in the case of a commodity for which a plurality of subcontractors are registered in the commodity master, the names of companies that can be ordered are displayed in a list box format, and the selection can be changed. Cannot be changed if the subcontractor is a single product. If a [Cancel] button 1607 is pressed, the screen returns to the screen shown in FIG. 15B without reflecting the changed contents. When the user presses an [OK] button 1608, the contents input to the change input unit 1606 are reflected, and FIG.

  FIG. 17 is a diagram illustrating the configuration of the product master. The product master is a master in which information on handled products is registered, and includes items such as product name / unit price / subcontractor. In the subcontractor, the subcontractors that can be ordered are listed. When there are a plurality of subcontractors, the top subcontractor names separated by commas are displayed by default on the change input unit 1606 in FIG. The second and subsequent subcontractor names are listed in the list box of the change input unit 1606 in FIG. 16B, and can be selected and changed by a user operation. The product master is a configuration that is an application example of the first management unit of the present invention.

  FIG. 18 is a diagram showing the configuration of the subcontractor master. The subcontractor master is a master in which the subcontractor of the business partner is registered, and includes items such as a company name and an address. For record management, an identifier such as a subcontractor ID may be used for the subcontracting master. The transmission destination FAX number of the purchase order is the FAX number registered in the master.

  FIG. 19 is a diagram showing the configuration of the ordering master. The ordering master is a master in which ordered data is registered, and includes items such as ordering ID / invalid flag / delivery completion flag / document storage destination. In the ordering master, a new record is added when facsimile transmission is completed, and an ordering ID and a document storage destination are recorded in the initial state. When an updated purchase order is issued, the invalid flag of the old version is set to 1. When the delivery process is completed, the delivery completion flag is set to 1. The ordering master is a configuration that is an application example of the second management means of the present invention.

  FIG. 7 is a flowchart showing the flow of the ordering process. The flow of the ordering process will be described using the flowchart shown in FIG. 7 and the screen transitions on the digital multifunction peripheral 101 shown in FIGS. 12 to 14 (1201 to 1404).

  In order processing, the user places the form shown in FIG. 6A on the automatic paper feeder of the digital multi-function peripheral 101, presses the [scan order scan] button 1201 of the digital multi-function peripheral 101, and scans it from the scanner device 208. Start with. This is performed by the order form data processing unit 407.

  In step S701, the order form data processing unit 407 performs a reading process by scanning, and stores the order form data in the information storage unit 414. Step S701 is a processing example of the order form data input means of the present invention.

  Next, in step S712, the order form data processing unit 407 collates with the form template stored in advance in the information storage unit 414. If they match, it is determined that the order form is used in this business, and the process proceeds to the order product list generation process in step S702. If they do not match, it is determined that the purchase order is not eligible, an error message is displayed in step S713, and the process ends. Details of step S702 will be described with reference to FIG.

  When the ordered product list is generated, the display unit 406 displays the screen shown in FIG. 13 in step S703 based on the contents of the ordered product list.

  In step S704, the purchase order list generation unit 408 determines the button operation performed by the user. When the “additional reading” button 1303 is pressed, the process advances to step S705, and the order form data processing unit 407 performs additional reading processing. Subsequently, the order form data processing unit 407 returns to step S701 to scan the original, and adds the content read from the order form to the existing order product list. The process of accepting pressing of the [additional reading] button 1303 is an example of the process of the first accepting means of the present invention.

  Thus, when there are a plurality of purchase orders from the same customer, it is possible to place orders collectively by performing additional reading.

  In addition, in the screen shown in FIG. 13, when the “order form display” button 1302 is pressed, the order form preview screen and the order product list can be displayed on one screen for confirmation (FIG. 16A).

  When the contents of the ordered product list are changed due to an error in the OCR result, a change in unit price, or the like, the content correction processing in step S706 is performed from the [Modify] button 1304. The content correction is performed on the screen of FIG. 16B, and after completion, the screen of FIG. 13 is redisplayed with the corrected content.

  When the user presses an [OK] button 1305 and the contents of the list are confirmed, the purchase order list generation unit 408 and the purchase order generation unit 409 perform the purchase order data creation processing in step S707, for example, in a file format such as TIFF. Generate image data of purchase order for the number of transmissions. Details of this part will be described later. Step S707 is a processing example of the purchase order data generation means and purchase order data update means of the present invention.

  After that, the display unit 406 performs preview display and FAX number display of the purchase order image data on the preview screen 1401 in steps S708 and S709, and allows the user to finally confirm the purchase order data. The FAX number displayed on the screen shown in FIG. 14 uses the number registered in the subcontractor master shown in FIG.

  In step S710, when the [Send] button 1404 is pressed, the sending unit 404 sends the created purchase order data to the set FAX number.

  When the transmission is completed, in step S711, the data storage unit 410 transmits the purchase order data that has been transmitted in a file format such as TIFF to the document management server 102. The document storage destination is determined in advance according to the operation, for example, by creating and managing folders on a monthly basis.

  Finally, in step S712, the information storage unit 414 registers the ordered information in the ordering master of FIG. 19, and the series of ordering processes is thus completed.

  FIG. 8 is a flowchart showing details of the ordered product list generation process in step S702 of FIG. Hereinafter, the order product list generation process will be described with reference to FIG. This process is executed by the purchase order list generation unit 408 of the digital multifunction peripheral 101.

  In step S802, the purchase order list generation unit 408 performs OCR processing on the area determined for each form format. The OCR area to be read is for performing OCR processing on the order form data stored in the information storage unit 414 in step S701 from the form format stored in advance in the information storage unit 414 corresponding to the form template matched in step S712. Read the set value. In general, a plurality of areas surrounded by frames and ruled lines are set for each form. For example, in the case of the form format shown in FIG. 6A, OCR areas such as the product ID, number, delivery date, and delivery destination of the listed product are set. If multiple products are listed, read all lines.

  In step S <b> 803, the purchase order list generation unit 408 adds the acquired character string to the order product list stored in the information storage unit 414 as a result of the OCR process.

  In step S804, the purchase order list generation unit 408 searches the product master shown in FIG. 17 using the product ID in the first line of the ordered product list stored in step S803 as a key, and matches the “product name” and “unit price” of the matching ID. ”And“ Subcontractor name ”. The supplier of each product is a company set as “subcontractor name”. If multiple companies are set, get the first company. Step S804 is a processing example of the acquisition unit of the present invention.

  In step S805, the purchase order list generation unit 408 checks whether the data is the last line data of the list stored in step S803, and if there is no subsequent line, the process proceeds to step S806. If there are subsequent rows, the process returns to step S804, and the purchase order list generation unit 408 searches the product master of FIG. 17 using the product ID of the next row as a key.

  When the last line is reached, the purchase order list generation unit 408 determines whether it is a new purchase order in step S806 or additional read data executed in step S705. In the case of additional reading, the purchase order list generation unit 408 adds the list (temporary) at the time of initial reading in the information storage unit 414, and adds it in step S808. In the case of a new purchase order, the information storage unit 414 stores it in the current purchase order list area. Thus, the ordered product list is completed on the storage area (step S807).

  FIG. 9 is a flowchart showing details of the purchase order data creation processing in step S707 of FIG. Details of the purchase order data creation process will be described below with reference to FIG. Here, the products in the ordered product list are collected for the same subcontractor and for the same delivery date, and each is issued as a purchase order. This process is mainly performed by the purchase order list generation unit 408 of the digital multifunction peripheral 101.

  In step S901, the purchase order list generation unit 408 reads the order product list stored in the information storage unit 414 in step S702 in order from the first row. When the first line is read, the contents of the list are recorded in the memory 203. This is a purchase order list (temporary list). When the second and subsequent lines are read, the purchase order list generation unit 408 compares the contents of the purchase order list (temporary list) recorded in the memory 203 to determine whether or not the subcontractor names in the read lines are the same. (Step S902). When the subcontractor names of the read lines are the same, the purchase order list generation unit 408 compares the contents of the purchase order list (temporary list) recorded in the memory 203 to determine whether the delivery date is the same ( Step S903). If the delivery dates are the same, the purchase order list generation unit 408 adds the read line to the purchase order list (temporary list).

  If it is determined in step S902 that the purchase order does not match any of the purchase order lists (temporary lists) on the memory 203, the purchase order list generation unit 408 adds a new purchase order list to the memory 203 in step S906. To do. Also, if it is determined in step S903 that the delivery date does not match any of the purchase order list (temporary list) on the memory 203, the purchase order list generation unit 408 adds the purchase order list to the memory 203 in step S906. Add to The above is repeated for all products in the ordered product list created in step S707.

  In step S905, the purchase order list generation unit 408 confirms whether all the products in the ordered product list have been processed. If there is an unprocessed portion, the process returns to step S901 and repeats the processing.

  This completes the distribution of all products to the purchase order list (temporary list) on the memory 203. One purchase order is created for each completed purchase order list. In step S907, the purchase order list generation unit 408 assigns an order ID. As the order ID, a number that is uniquely added to each purchase order and the number of times of issuance are concatenated is used. For example, the format is YYMMDDxxxx-01 (YYMMDD is the issue date, xxxx is the serial number). The number of times of issue is counted up when an order information change described later is performed, and determines whether or not the order information has been changed.

  In subsequent step S908, the purchase order list generation unit 408 generates a QR code from the assigned order ID. Although a QR code is used here, a bar code operation may be used.

  In subsequent step S909, the purchase order generation unit 409 generates the contents of the purchase order list generated up to step S905 as image data such as TIFF. The order ID assigned in step S907 and the QR code generated in step S908 are also added and generated in the format as shown in FIG. At the same time, the purchase order list information is stored as bibliographic information in association with each form. It may be stored as a pair of text information or stored in a database.

  If there are a plurality of purchase order lists, the purchase order list generation unit 408 returns to step S907 and repeats the process. If it is determined in step S910 that all the purchase order lists have been imaged, the process ends.

  FIG. 10 is a flowchart showing the flow of the order information changing process. In the following, a process for changing the order information will be described with reference to FIG. This process is mainly performed by the order information changing unit 411 of the digital multifunction peripheral 101. This is a function used when the subcontractor requests a delivery date change or a quantity change after placing an order with the subcontractor. The function is used on the touch panel of the digital multi-function peripheral 101 ([Change Order Information] button 1203 in FIG. 12). ) Change the order information and reissue the purchase order. After pressing the [Change Order Information] button 1203, the screen transition is performed in the order of FIG. 15 (A), FIG. 15 (B), and FIG. 15 (C). The process of accepting the pressing of the [change order information] button 1203 is a process example of the second accepting means of the present invention.

  First, in step S1001, when an order ID whose order information is to be changed is input to the ID input field 1501 shown in FIG. 15A by a user operation and the [OK] button 1502 is pressed, the order information changing unit 411 Get the input order ID.

  Next, in step S1002, the order information changing unit 411 searches the order master shown in FIG. 19 using the order ID as a key, and acquires the document storage location information of the matched record. In subsequent step S1003, the order information changing unit 411 acquires transmitted purchase order data from the acquired document storage location information. The document storage location information is as described in the description of step S711.

  In subsequent step S1004, the order information changing unit 411 reads all information of the order list stored as the bibliographic information of the designated purchase order data, and displays it in a list format on the touch panel of the digital multifunction peripheral 101 (FIG. 15 ( B)).

  In subsequent step S1005, the order information changing unit 411 changes the order information. When the user selects a line of a product to be changed in the purchase order list on the touch panel of the digital multifunction peripheral 101 and presses the [Modify] button 1505, the screen transitions in the order of FIG. 16 (A) and FIG. 16 (B). It is possible to change the order information using this screen.

  When the change is completed, the screen returns to the screen 15 (B), and when the [OK] button 1506 is pressed, the content is confirmed. In the subsequent step S1006, the order information changing unit 411 re-creates the order form data with the contents confirmed to be changed. The processing here is the same as the flow of FIG. 9, but the order ID is not a new numbering, but is used by counting up only the number of issuances at the end. Step S1006 is a processing example of the purchase order data changing means of the present invention.

  When the purchase order data is created, the display unit 406 performs preview display and facsimile destination display in steps S1007 and S1008 (FIG. 15C). As in the first issuance in FIG. 7, the transmission destination FAX number is acquired from the subcontractor master shown in FIG.

  When the [Resend] button 1508 is pressed, in step S1009, the transmission unit 404 performs facsimile transmission processing on the subcontracted FAX machine 107. Here, the corrected purchase order data is transmitted to the set FAX number.

  When the facsimile transmission is completed, the order information changing unit 411 transmits the transmitted purchase order data to the document management server 102 in step S1010. In addition, pre-correction (old version) data is also stored in the document management server 102 as a history. In the document management server 102, the data received by the receiving unit 416 is stored in the storage unit 418.

  The order information changing unit 411 finally updates the order master in FIG. 19 in step S1011. The order information changing unit 411 adds the contents of the modified purchase order data as a new record, and sets the value of the invalid flag table of the old version data record to 1. A record with an invalid flag value of 1 is treated as if an updated version has been issued.

  FIG. 11 is a flowchart showing the flow of delivery processing. Hereinafter, the flow of the delivery process will be described with reference to FIG. This delivery process is mainly processed by the delivery processing unit 417. At the time of delivery, the purchase order data stored in the storage unit 416 of the document management server 102 is collated, and it is confirmed whether the delivery is made with the correct purchase order data.

  When a delivery note (also used as a purchase order, FIG. 6 (B)) is sent from the subcontractor, the user presses a [delivery note scan] button 1202 in FIG. 12, and the delivery note is sent from the scanner device 208 of the digital multi-function peripheral 101. Perform reading of. Normally, the delivery form data received by the FAX apparatus 210 is output as a paper output by the printing apparatus 209. The process of reading the delivery note by the scanner device 208 and inputting the delivery note data is a processing example of the delivery note data input means of the present invention.

  First, in step S1101, the delivery processing unit 417 reads the QR code added to the delivery note data, and extracts the order ID by decoding the read result. Although omitted in the flowchart shown in FIG. 11, before this, as in the case of the ordering process shown in FIG. 7, it is confirmed whether the templates match, and it is determined whether or not the form is used for the business. Is called. Further, the position of the QR code is uniquely determined for each template.

  If reading fails due to dirt on the delivery note, an error message is displayed in step S1102, and then the order number described on the delivery note is directly input on the touch panel in step S1103. It is also possible to operate from the “error form processing” button 1204 in FIG.

  In step S1104, the delivery processing unit 417 searches the ordering master shown in FIG. 19 using the acquired ordering ID as a key. In subsequent step S1105, the delivery processing unit 417 confirms the search result. The delivery processing unit 417 collates the ordering information of the matched records when there is a record with the matching order ID on the ordering master shown in FIG. Here, the value of the invalid flag and the value of the delivery completion flag are confirmed. If both are 0, normal delivery is set and the delivery completion flag is set to 1. Step S1105 is a processing example of the determination means of the present invention.

  If the invalid flag is 1, the delivery processing unit 417 determines that the purchase order version is wrong, and the display unit 406 displays an error message in step S1107. Thereafter, in step S1108, the mail notification unit 415 sends an error mail notification to the preset error notification destination mail address, and transmits the form data to the error folder of the document management server 102. As the mail address of the notification destination, an address stored in advance as setting information in the information storage unit 418 is acquired. Attach error form data to the outgoing mail, and describe the contents of the error in the mail text.

  For example, in the case of an invoice version error, “There is an error in the invoice version from XX company. The acceptable delivery note is“ Order ID: 0711050001-03 ”. Send a mail with the message "Please request resending" in the text. The order ID (“Order ID: 0711050001-03”) of the delivery note that can be accepted in this message is the largest in the last two digits of the “Order ID” in the purchase order master shown in FIG. 19, and “Invalid flag”. , “Delivery completion flag” is extracted from the record of 0.

  In addition to e-mail notifications, error processing such as sounding an alert on a multifunction device or printing an error report on colored paper can be considered. In this case, it is possible to notify the occurrence of an error not to a specific administrator or person in charge but to an unspecified number of people who are operating near the digital multifunction peripheral 101.

  Further, a process for automatically replying to the subcontractor may be added. In that case, “Invoice version is incorrect. Acceptable delivery note is“ Order ID: 0711050001-03 ”. Please confirm the order ID and re-send. " In this case as well, the order ID of the delivery note that can be accepted is extracted in the same manner as in the case of the mail notification.

  If the delivery completion flag is 1, it is determined that the delivery has been completed, and error processing is performed in the same manner. By saving the error form in the error folder, it is possible to grasp the history of the error and at the same time use it for the error processing.

  In the case of normal delivery, a delivery note is transmitted from the data storage unit 410 to the document management server 102 in step S1106, and the process ends. In the document management server 102, the data received by the receiving unit 414 is stored in the storage unit 416. The storage location is determined by operation such as storing a set with a paired purchase order or managing each delivery date.

  As described above, in the present embodiment, when the order form data is input, information related to the order destination of the product such as the product name and the outsourcing name corresponding to the product ID included in the order form data is acquired. And it is comprised so that the purchase order data of goods may be produced | generated based on the information regarding the order place of goods, and the said order form data. Accordingly, it is possible to automatically generate a purchase order by inputting the purchase order data, and it is possible to appropriately manage the form used in the ordering operation.

  In the present embodiment, when the delivery note data is input, the delivery status is determined according to whether or not the order ID corresponding to the QR code included in the delivery note data is managed. . Therefore, it is possible to appropriately manage whether or not a delivery note has been received for the issued purchase order.

  In the embodiment described above, the purchase order data is stored in the document management server 102 and the document storage location information is managed on the order master, but the present invention is not limited to this. For example, purchase order data may be stored in the digital multifunction peripheral 101. In this case, document storage location information of purchase order data in the digital multifunction peripheral 101 is managed on the order master.

  In the above-described embodiment, the order form data and the delivery form data are input by reading the order form and the delivery form with the scanner device, but the present invention is not limited to this. For example, the order form data and the delivery form data may be input by receiving by e-mail. For example, when purchase order data or the like is attached to an e-mail, OCR processing is performed on the attached file.

  Each means and each step constituting the embodiment of the present invention described above can be realized by operating a program stored in a RAM, a ROM, or the like of a computer. This program and a computer-readable recording medium recording the program are included in the present invention.

  Further, the present invention can be implemented as, for example, a system, apparatus, method, program, or recording medium, and may be applied to an apparatus composed of a single device.

  The present invention supplies a software program for realizing the functions of the above-described embodiments directly or remotely to a system or apparatus. In addition, this includes a case where the system or the computer of the apparatus is also achieved by reading and executing the supplied program code.

  Accordingly, since the functions of the present invention are implemented by computer, the program code installed in the computer also implements the present invention. In other words, the present invention includes a computer program itself for realizing the functional processing of the present invention. In that case, as long as it has the function of a program, it may be in the form of object code, a program executed by an interpreter, script data supplied to the OS, and the like.

  Further, the functions of the above-described embodiments are realized by the computer executing the read program. Furthermore, based on the instructions of the program, an OS or the like running on the computer performs part or all of the actual processing, and the functions of the above-described embodiments can be realized by the processing.

  As another method, a program read from a recording medium is first written in a memory provided in a function expansion board inserted into the computer or a function expansion unit connected to the computer. Then, based on the instructions of the program, the CPU or the like provided in the function expansion board or function expansion unit performs part or all of the actual processing, and the functions of the above-described embodiments are also realized by the processing.

It is a figure which shows the system configuration | structure between the three parties of "customer", "own company (order source)", and "subcontractor" in embodiment of this invention. It is a figure which shows the hardware constitutions of a digital multifunctional device. It is a figure which shows the hardware constitutions of a document management server. FIG. 3 is a block diagram illustrating functional configurations of a customer FAX machine, a subcontractor FAX machine, an in-house digital multifunction peripheral, and a document management server. It is a figure which shows the flow of a process between the three parties of "customer", "in-house (order source)", and "subcontractor" in the business flow which embodiment of this invention assumes. It is a figure which shows the example of a form used in embodiment of this invention. It is a flowchart which shows the flow of order processing. It is a flowchart which shows the detail of the order goods list production | generation process of step S702 of FIG. It is a flowchart which shows the detail of the purchase order data creation process of step S707 of FIG. It is a flowchart which shows the flow of a change process of order information. It is a flowchart which shows the flow of a delivery process. It is a figure which shows the screen image displayed on the touchscreen of a digital multi-function peripheral. It is a figure which shows the screen image displayed on the touchscreen of a digital multi-function peripheral. It is a figure which shows the screen image displayed on the touchscreen of a digital multi-function peripheral. It is a figure which shows the screen image displayed on the touchscreen of a digital multi-function peripheral. It is a figure which shows the screen image displayed on the touchscreen of a digital multi-function peripheral. It is a figure which shows the structure of a goods master. It is a figure which shows the structure of a subcontractor master. It is a figure which shows the structure of an ordering master.

Explanation of symbols

101: Digital multifunction peripheral 102: Document management server 103: Client terminal 104: Database 105: LAN
106: Customer's FAX machine 107: Subcontractor's FAX machine 108: FAX line 201, 301: Data bus 202, 302: CPU
203, 303: Memory 204, 304: External interface 205, 305: Storage device 206: Input device 207: Display device 208: Scanner device 209: Printing device 210: FAX device 211, 306: Program storage area 212, 307: Data storage Area 401: Purchase order transmission unit 402: Delivery form transmission unit 403: Purchase order reception unit 404: Transmission unit 405: Reception unit 406: Display unit 407: Purchase order data processing unit 408: Purchase order list generation unit 409: Purchase order generation Unit 410: Data storage unit 411: Order information change unit 412: Error form processing unit 413: Delivery processing unit 414: Information storage unit 415: Mail notification unit 416: Reception unit 417: Control unit 418: Storage unit 419: Transmission unit

Claims (10)

A first management means for managing information related to a merchandise supplier in association with product identification information;
Purchase order data input means for inputting purchase order data indicating the contents of the purchase order;
Obtaining means for obtaining information related to the ordering destination of the product corresponding to the product identification information included in the purchase order data from the first management unit;
An order management apparatus comprising: purchase order data generation means for generating purchase order data of products for an ordering party based on information relating to the ordering destination of products acquired by the acquisition means and the purchase order data. . Second management means for managing purchase order specification information for uniquely specifying the purchase order data;
An invoice data input means for inputting invoice data indicating the contents of the invoice;
Depending on whether or not the purchase order specification information corresponding to the delivery note specification information for uniquely specifying the delivery note data included in the delivery note data is managed in the second management means, the delivery status is determined. The order management apparatus according to claim 1, further comprising determination means for determining.   The second management means further manages whether delivery has been completed in association with each purchase order specification information, and the determination means has the purchase order specification information corresponding to the delivery form specification information as the second management information. The delivery status is determined according to whether or not the second management means manages whether it is managed in the means and delivered in association with the purchase order specifying information. 2. The order management device according to 2. A first receiving means for receiving an instruction to add a purchase order;
The purchase order data is updated based on the purchase order data indicating the contents of the additional purchase order newly inputted from the purchase order data input means in response to the receipt of the order addition instruction by the first receiving means. 4. The order management apparatus according to claim 1, further comprising purchase order data updating means for performing the order management. Second receiving means for receiving an instruction to change the purchase order data;
5. The order management according to claim 1, further comprising purchase order data changing means for changing the purchase order data in accordance with a change instruction received by the second receiving means. apparatus.   The purchase order data generated by the purchase order data generation means is stored in an external device, and the second management means stores the purchase order data in the external device in association with the purchase order specification information. The order management apparatus according to claim 1, further managing information.   The purchase order data generated by the purchase order data generation means is stored in the order management device, and the second management means associates the purchase order data in the order management device with the purchase order specification information. 6. The order management apparatus according to claim 1, further comprising managing storage location information. An order management method using an order management device,
A purchase order data entry step for entering purchase order data indicating the contents of the purchase order;
An acquisition step of acquiring information relating to a merchandise supplier corresponding to the merchandise identification information included in the purchase order data from a management means for managing information relating to the merchandise supplier in association with the merchandise identification information;
An order management method comprising: a purchase order data generation step for generating purchase order data for a product for an ordering party based on information relating to the ordering destination of the product acquired in the acquisition step and the purchase order data. . A purchase order data entry step for entering purchase order data indicating the contents of the purchase order;
An acquisition step of acquiring information relating to a merchandise supplier corresponding to the merchandise identification information included in the purchase order data from a management means for managing information relating to the merchandise supplier in association with the merchandise identification information;
A program for causing a computer to execute a purchase order data generation step of generating purchase order data of a product for an ordering party based on information related to the ordering destination of the product acquired in the acquisition step and the purchase order data. A purchase order data entry step for entering purchase order data indicating the contents of the purchase order;
An acquisition step of acquiring information relating to a merchandise supplier corresponding to the merchandise identification information included in the purchase order data from a management means for managing information relating to the merchandise supplier in association with the merchandise identification information;
Records a program for causing a computer to execute a purchase order data generation step of generating purchase order data of a product for an ordering party based on information related to the ordering destination of the product acquired in the acquisition step and the purchase order data. Computer-readable recording medium.

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